HPC

HM Payson & Co Portfolio holdings

AUM $6.95B
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.6M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$12.4M
5
LRCX icon
Lam Research
LRCX
+$7.52M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.53M
4
LH icon
Labcorp
LH
+$6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Sector Composition

1 Technology 25.58%
2 Healthcare 20.75%
3 Financials 11.36%
4 Consumer Discretionary 9.4%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$70K ﹤0.01%
1,260
527
$69K ﹤0.01%
2,025
528
$69K ﹤0.01%
1,800
529
$69K ﹤0.01%
3,019
-72
530
$68K ﹤0.01%
2,351
-349
531
$68K ﹤0.01%
490
532
$68K ﹤0.01%
593
-18
533
$67K ﹤0.01%
950
534
$67K ﹤0.01%
1,500
-500
535
$67K ﹤0.01%
1,025
536
$67K ﹤0.01%
+600
537
$67K ﹤0.01%
722
538
$66K ﹤0.01%
4,725
539
$65K ﹤0.01%
500
540
$65K ﹤0.01%
1,081
-200
541
$64K ﹤0.01%
1,847
542
$64K ﹤0.01%
474
543
$64K ﹤0.01%
12,250
544
$63K ﹤0.01%
2,500
545
$63K ﹤0.01%
3,655
-500
546
$63K ﹤0.01%
528
547
$63K ﹤0.01%
256
548
$63K ﹤0.01%
1,684
+1,298
549
$62K ﹤0.01%
2,000
+1,000
550
$62K ﹤0.01%
1,208
20 21
22
23 24